What may seem like a conventional payments terminal operator on the surface, mask a deeper reality - The unlikely transition from payments to an operating system
Do you have any summations of current M&As of FOUR and the capital allocation ability of the company? I'm tracking those nowadays but want to hear from you.
Jared is an intelligent fanatic! This is one for the ages. I am expecting a larger player like Fiserv to make an acquisition offer considering Four's entrenched customers in the restaurant and entertainment domain.
Hi, thanks! Great question, a blind spot for me at this time. I would assume it would drift lower, due to competition. However, I believe the switching costs for Shift4’s integrated solution is much higher than market gives them credit for, making it less likely to be commoditised. What are your thoughts on this?
thanks for your post on FOUR.
Do you have any summations of current M&As of FOUR and the capital allocation ability of the company? I'm tracking those nowadays but want to hear from you.
Hi, thanks!
I do not. I believe they are progressing well, but have not dug into the weeds into them individually. Please share to me if you’d like :) Cheers Ole
Jared is an intelligent fanatic! This is one for the ages. I am expecting a larger player like Fiserv to make an acquisition offer considering Four's entrenched customers in the restaurant and entertainment domain.
Yes, I agree. If they continue putting the pedal to the medal, the market should reward them eventually.
Hi, thanks! Great question, a blind spot for me at this time. I would assume it would drift lower, due to competition. However, I believe the switching costs for Shift4’s integrated solution is much higher than market gives them credit for, making it less likely to be commoditised. What are your thoughts on this?